Safia Mehta spoke at the Association of Investment Management Sales Executives 2017 Fall Conference

October 2017

Safia Mehta, CFA, Senior Vice President and Portfolio Manager, spoke at the Association of Investment Management Sales Executives 2017 Fall Conference, which was held October 11-12 in New York, NY.


Mona Williams spoke at the New York State Insurance Fund MWBE Forum

October 2017

Mona Williams, President, spoke as part of a panel discussion at the New York State Insurance Fund MWBE Forum on October 4 in Albany, NY.


Thurman White inducted into the Wall of Fame by the Foundation for Oklahoma City Public Schools

October 2017

Thurman V. White, Jr., Chief Executive Officer was inducted into the Wall of Fame by the Foundation for Oklahoma City Public Schools on November 2 in Oklahoma City, OK. Over the past 32 years, the Wall of Fame has celebrated the long, rich history of Oklahoma City Public Schools (OKCPS). It includes some of the city’s and nation’s most influential business, community and artistic leaders.


Thurman White spoke on Institutional Investing with Minority and Emerging Managers

September 2017

Thurman V. White, Jr., Chief Executive Officer, spoke as part of the panel discussion entitled "Institutional Investing with Minority and Emerging Managers" moderated by TOIGO Board Member and Commonfund Chief Investment Officer Mark Anson. The event was held on September 27 in New York, NY.


Tony J. Lee spoke at the Association of Asian American Investment Managers National Conference

September 2017

Tony J. Lee, Senior Vice President and Portfolio Manager, spoke at the Association of Asian American Investment Managers (AAAIM) National Conference, which was held September 6-7 in New York, NY.


Mona Williams spoke at NASP Pension and Financial Services Conference

June 2017

Mona Williams, Executive Vice President, spoke at the NASP Pension and Financial Services Conference, "Positive Disruptions: Leveraging New Drivers of Economic Growth", which was held on June 26-28 in Los Angeles, CA.


Andrew Finver spoke at Cowen Prime Services and EisnerAmper Town Hall Investor Panel

June 2017

Andrew Finver, Director of Hedge Fund Research, spoke as part of the panel discussion at Cowen Prime Services and EisnerAmper Town Hall Investor Panel on June 27 in San Francisco, CA. Topics covered include: 
- Current capital raising environment; 
- Desired strategies and opportunities for 2017; 
- How are hedge fund allocations viewed relative to overall portfolio; 
- What not to do in a due diligence meeting and how to best structure marketing materials; 
- How important are fees and operational infrastructure for an emerging manager; 
- How is a hedge fund evaluated from a qualitative & quantitative perspective.


Jose Balagot spoke at New America Alliance Roundtable

May 2017

Jose Balagot, Deputy Chief Investment Officer, spoke at the New America Alliance Roundtable on May 18 in Austin, TX.


Thurman White spoke at CalPERS and CalSTRS 2017 Diversity Forum

May 2017

Thurman V. White, Jr., President and CEO, spoke at the CalPERS and CalSTRS 2017 Diversity Forum on May 10 in Sacramento, CA.


Thurman White spoke at National Action Network Convention

April 2017

Thurman V. White, Jr., President and CEO, spoke on pension diversity funds at the National Action Network Convention, which was held April 26-29 in New York, NY.